Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Larson is a financial advisor at Raymond James & Associates, Inc. Nathan has been in the industry since 2004 and is registered with FINRA and the state of Florida. Nathan holds Series 3, 4, 7, 9, 10, 14, 24, 30, 31, 32, 34, 52, 53, and 66 licenses. Nathan provides a variety of services to individuals and businesses, including financial planning, portfolio management, and retirement planning. Nathan's prior experience includes time spent at AXA Advisors, LLC, and LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/15/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/13/2016 - 03/28/2017
LPL FINANCIAL LLC (TAMPA FL)
NJ
12/08/2004 - 05/16/2016
AXA ADVISORS, LLC (JERSEY CITY NJ)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2018
Series 14 - Compliance Officer Examination
BC
Issued 10/28/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 11/28/2011
Series 4 - Registered Options Principal Examination
BC
Issued 05/06/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/26/2017
Series 32 - Limited Futures Exam-Regulation
BC
Issued 05/05/2017
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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